Plan5500

Fruitland Park, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fruitland Park, FL has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,264,821 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Fruitland Park

  • 3 loaded plans hold $4.3M in reported assets across 3 sponsors.
  • The largest, Munn'S Air Conditioning & Heating 401(K) Plan, holds 95% of reported Fruitland Park plan assets.
  • Plans cover 404 participants — about 135 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,264,821
Total reported assets$4.3M$4,264,821
Total reported participants404
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities$0
Contributions & income
Employer contributions$132.4K
Participant contributions$384.1K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$548.2K
Total expenses$574.1K
Net increase / (decrease)$468.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fruitland Park, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Fruitland Park market comparison

Largest plan share of assets95%Munn'S Air Conditioning & Heating 401(K) Plan
Participants per plan135Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Fruitland Park

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Munn'S Air Conditioning & Heating 401(K) Plan$4M
    Munns Air Conditioning & Heatin · 2023
  2. 2
    Jm Borman Inc 401k Profit Sharing Plan$233.9K
    Jm Borman Inc · 2023
  3. 3
    Phillips Buick Gmc Trucks, Inc.not reported in the loaded dataset
    Phillips Buick Gmc Trucks, Inc. · 2023

Largest plans in Fruitland Park → · Fruitland Park plans by participants → · Fruitland Park plans with financial data → · Fruitland Park plans with provider compensation → · $1B+ plans in Fruitland Park →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fruitland Park, FL?
3 plan(s) reported by 3 sponsor(s) are loaded for Fruitland Park, FL.

Related Form 5500 pages